UOTTAIMCU
IESC icon

University of Texas/Texas AM Investment Management Co (UTIMCO)’s IES Holdings IESC Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-185
Closed -$37.2K – 186
2024
Q4 		$37.2K Hold
185
– – ﹤0.01% 146
2024
Q3 		$36.9K Buy
+185
New +$30K 0.01% 130

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s IESC Position: Q1 2025 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 185 shares — an estimated $37.2K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in IESC in Q3 2024 and held it in 2 quarters. The position peaked at $37.2K in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 185 IES Holdings shares in Q1 2025, an estimated $37.2K.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in IES Holdings in Q3 2024 and held it in 2 quarters.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s IES Holdings position peaked at $37.2K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2025, filed 7 May 2025.